Security Financial Services’s iShares Gold Trust IAU Stock Holding History

Security Financial Services’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05M	Buy	53,685 +6,569	+14%	+$558K	0.56%	41
2026 Q1	$4.15M	Sell	47,116 -98,884	-68%	-$9.07M	0.66%	38
2025 Q4	$11.9M	Sell	146,000 -10,798	-7%	-$844K	1.86%	15
2025 Q3	$11.4M	Buy	156,798 +39,662	+34%	+$2.59M	1.84%	17
2025 Q2	$7.3M	Sell	117,136 -7,816	-6%	-$484K	1.29%	26
2025 Q1	$7.37M	Buy	124,952 +70,034	+128%	+$3.79M	1.46%	22
2024 Q4	$2.72M	Buy	+54,918	New	+$2.76M	0.55%	40

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Security Financial Services's IAU Position: Q2 2026 in Review

Security Financial Services increased its iShares Gold Trust (IAU) stake by 14% in Q2 2026, buying an estimated $558K and bringing the position to 53,685 shares worth $4.05M. The position accounts for 0.56% of the portfolio, ranked #41.

Security Financial Services first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Security Financial Services held 53,685 shares of iShares Gold Trust worth $4.05M as of Q2 2026.
Security Financial Services bought 6,569 iShares Gold Trust shares in Q2 2026, an estimated $558K.
iShares Gold Trust made up 0.56% of Security Financial Services's portfolio in Q2 2026, its #41 holding.
Security Financial Services first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Security Financial Services's iShares Gold Trust position peaked at $11.9M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.